Decision-Making at Later Stages of Financial Planning: Succession, Decumulation and Continuity

 

International Adviser


In a recent interview with International Adviser, David Knights, Head of Distribution, Asia at Investors Trust, reflects on how decision-making evolves as clients move into a more complex stage of financial planning.

Topics include longevity, decumulation and succession, and how these considerations come together over time, requiring a more structured approach to long-term planning.

Read the full interview: Investors Trust’s David Knights on succession planning and intergenerational wealth in Asia – International Adviser